Ryan Luna, MBA, CIMA®
sr portfolio manager | wealth management@ Citizens Business Bank
Irvine, California, United States
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Ryan Luna, MBA, CIMA(r) is an experienced investment management professional with over 10 years of expertise in various strategies and investment styles. He is skilled in portfolio analysis, trade implementation, client relations, cash flow management, account management, trading and trading strategies, trade monitoring, account and performance monitoring, and investment analysis. Ryan has a strong track record of driving performance and maximizing business objectives, and has successfully managed global equity portfolios across the institutional and SMA spaces. He is known for his attention to detail, analytical skills, and ability to provide effective monitoring and information synthesis to maximize business objectives.
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Emails and Phone Numbers

@cnb.com
@seia.com
@yahoo.com
+1 800788****
+1 310712****
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About

My expertise is in investment management. I have over 10 years of experience encompassing multiple strategies and investment styles, which include fundamental bottom-up growth and value investing, as well as macro-hedge fund investments. HOW I CAN HELP YOU: I am knowledgeable in portfolio analysis, trade implementation, portfolio management, client relations, cash flow management, account management, trading and trading strategies, trade monitoring, account and performance monitoring, and investment analysis. MY TRACK RECORD: I am a results oriented and innovative problem solver who works to drive performance and maximize achievement of business objectives, and have successfully managed global equity portfolios across the institutional and SMA spaces. My established record of achievement in using strong attention to detail and highly developed analytical skills has enabled me to provide effective monitoring, and information synthesis to enable optimum decisions in managing investment portfolios.

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Work Experience

701 N Haven Avenue, Ontario, CA, 91764, US

Banking

1070
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Ryan Luna, MBA, CIMA®'s Professional Milestones

  • Trader (1999-06-01~2000-06-01): Achieving accurate and reliable trades through strategic planning and effective trade negotiation.
  • Portfolio Manager (2017-01-01~): Successfully implemented portfolio strategies, resulting in increased profitability and market share.
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Education

Yale School of Management
Yale School of Management

Investment Management Theory & Practice

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